Anthony Schena is a financial advisor with UBS Financial Services in Plymouth, MA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with UBS since 1998. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

David Whiting is a CFP® professional with 40 years of industry experience, currently serving at LPL Financial since 1994. He holds the Series 63 license and is based in Plymouth, MA. Outside of his advisory role, he serves as Treasurer of the Tom C. Siever Charitable Foundation. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Jonathan Eitas is a financial advisor with Cetera and holds the Series 63 and Series 66 designations. He has 20 years of industry experience and has worked at firms including Franklin Templeton and Kovack Advisors. Since 2021, he has been involved with BAKER & EITAS Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

Derek Gage is a financial advisor at Stifel with 31 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the board of directors for Wicked Good Cause, a charitable organization, and is a member of the Junior Tennis Committee at the Duxbury Yacht Club. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Nicholas Fichter is a CFP® and holds a Series 65 license with 32 years of industry experience. He has been the sole advisor at Fichter & Co. Investors since 1990. Fichter & Co. Investors provides investment advice and portfolio management primarily to individual clients, while also serving various institutional and non-profit entities. The firm manages approximately $3.12 million in assets across 27 client relationships and is noted for its diverse client base, which includes sovereign wealth funds, banking institutions, government entities, and charitable organizations.

Leo Leydon is a financial advisor at Financial Focus Asset Management, Inc. in Plymouth, MA, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been working with Financial Focus Advisory Services, LLC and Financial Focus Asset Management, Inc. since 2002. Financial Focus Asset Management, Inc. is an independent firm that provides investment advisory services and also offers tax, business, and accounting advice through its related entity.